Senior Deal Desk Analyst
About The Position
Panorama Education is a technology company that builds a platform for student insight and action in K–12 education. Its platform brings together academic, attendance, behavior, and engagement data with AI to help educators understand student needs and decide how to respond. Panorama supports 15 million students in 2,000 districts nationwide. The Senior Deal Desk Analyst works within the Finance organization and owns the deal desk process from quote through booking. The role serves as the primary resource for Sales on deal structure and partners with Revenue Operations, Legal, and Accounting to establish scalable processes and best practices. As part of a lean team, the analyst manages Deal Desk and takes ownership of additional projects as assigned. The role may also offer opportunities to expand into deeper go-to-market or financial analysis.
Requirements
- At least 4 years of experience in Deal Desk, Sales Operations, Revenue Operations, Finance, Sales Support, or a related analytical or commercial role.
- Strong analytical and problem-solving skills, including the ability to understand deal details and broader business implications.
- Working knowledge of SaaS metrics and commercial concepts, including ARR, bookings, recurring revenue, and discounting.
- Exceptional attention to detail and a high standard for accuracy.
- Excellent communication skills and the ability to work effectively with stakeholders across Sales, Finance, RevOps, Legal, and other functions.
- Strong organizational skills and the ability to manage multiple transactions and priorities in a fast-paced environment.
- Comfort working with business systems.
- Salesforce experience.
Nice To Haves
- CPQ experience.
- Finance or FP&A background.
Responsibilities
- Own the deal desk and order management process.
- Serve as the primary point of contact for Sales and Account Management on deal structure, pricing, quoting, and approvals across new business, expansion, and renewal opportunities.
- Structure, review, and process deals according to commercial standards, addressing non-standard requests such as discounts, payment terms, and multi-year structures while balancing customer needs with Panorama's policies.
- Maintain sources of truth for deal requirements, sales templates, and approval matrices to improve accuracy and consistency in the sales process.
- Review closed deals, amendments, and cancellations in Salesforce for completeness and accuracy so billing teams can process them efficiently.
- Partner with RevOps on Salesforce, CPQ, and operational implications; Finance on pricing and discounting; and Legal on non-standard terms and approval authority.
- Build cross-functional relationships and serve as a resource for commercial processes to support faster decision-making and smoother deal progression.
- Analyze deal data for trends in discounting, deal structures, and approval patterns, and surface insights to improve pricing decisions and commercial policy.
- Identify opportunities to automate or simplify processes, improve deal turnaround time and accuracy, and reduce operational friction.
- Develop enablement materials and support Sales training on deal desk processes and best practices.
Benefits
- Annual bonuses or commission awards.
- Equity awards.
- Region-specific health and welfare benefits.
- 401(k) with an employer match.
- Health, dental, vision, life, and short-term and long-term disability coverage.
- Flexible spending account for health care and dependent care.
- Wellness reimbursement.
- Work-from-home reimbursement.
- Flexible vacation policy.
- Parental leave program.
- Company-issued laptop.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
